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Fort Pitt Capital Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Fort Pitt Capital Group’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-256
Closed -$13K – 233
2020
Q4 		$13K Buy
+256
New +$11.5K ﹤0.01% 268

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fort Pitt Capital Group's ISCB Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2021, closing a stake of 256 shares — an estimated $13K sold.

Fort Pitt Capital Group first reported a position in ISCB in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 53 funds tracked by Wall St. Rank hold ISCB as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 256 iShares Morningstar Small-Cap ETF shares in Q1 2021, an estimated $13K.
  • Fort Pitt Capital Group first reported a position in iShares Morningstar Small-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Fort Pitt Capital Group's iShares Morningstar Small-Cap ETF position peaked at $13K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.